Meiji Yasuda Life Insurance Co Sells 1,004 Shares of Micron Technology, Inc. $MU

Posted by Brian Himes on Sep 9th, 2026

Meiji Yasuda Life Insurance Co lessened its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 7.7% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 12,092 shares of the semiconductor manufacturer’s stock after selling 1,004 shares during the period. Micron Technology accounts for approximately 0.5% of Meiji Yasuda Life Insurance Co’s holdings, making the stock its 11th biggest position. Meiji Yasuda Life Insurance Co’s holdings in Micron Technology were worth $13,958,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Heritage Trust Co lifted its holdings in shares of Micron Technology by 9.7% in the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock worth $4,289,000 after buying an additional 1,323 shares in the last quarter. Castleark Management LLC purchased a new position in Micron Technology during the first quarter valued at $3,709,000. Oppenheimer & Co. Inc. increased its holdings in Micron Technology by 16.0% in the 2nd quarter. Oppenheimer & Co. Inc. now owns 48,520 shares of the semiconductor manufacturer’s stock valued at $56,006,000 after acquiring an additional 6,702 shares during the last quarter. Legacy Wealth Management LLC MS lifted its stake in Micron Technology by 73.3% in the 2nd quarter. Legacy Wealth Management LLC MS now owns 3,544 shares of the semiconductor manufacturer’s stock worth $4,091,000 after purchasing an additional 1,499 shares in the last quarter. Finally, PKO BP BANKOWY Universal Pension Society JSC purchased a new stake in Micron Technology in the 4th quarter worth $61,306,000. 80.84% of the stock is owned by institutional investors.

Micron Technology Stock Performance

NASDAQ MU opened at $1,000.26 on Wednesday. The business’s 50 day moving average price is $929.50 and its 200-day moving average price is $745.20. Micron Technology, Inc. has a fifty-two week low of $131.56 and a fifty-two week high of $1,255.00. The company has a market cap of $1.13 trillion, a P/E ratio of 22.65, a P/E/G ratio of 0.64 and a beta of 2.22. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period last year, the company earned $1.91 earnings per share. Micron Technology’s revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is 1.36%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MU. Erste Group Bank upgraded Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Susquehanna boosted their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday, June 25th. KeyCorp reissued an “overweight” rating on shares of Micron Technology in a research note on Monday, July 20th. ThinkEquity restated a “buy” rating on shares of Micron Technology in a report on Monday, August 3rd. Finally, Mizuho decreased their price objective on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a report on Tuesday, August 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $1,295.63.

Check Out Our Latest Analysis on MU

Key Stories Impacting Micron Technology

Here are the key news stories impacting Micron Technology this week:

Positive Sentiment: AI demand and memory pricing remain powerful tailwinds. High-bandwidth memory (HBM) demand from AI customers is diverting wafer capacity away from conventional memory, while tighter supply and improving memory-chip prices could support Micron’s revenue, margins and upcoming guidance. Why Micron Stock Is Popping on Fresh Memory-Chip Price Data
Positive Sentiment: Goldman Sachs sees signs of a renewed memory-stock rally. The firm reportedly believes months of weakness may be ending as AI spending strengthens, helping reinforce the bullish outlook for Micron and other memory manufacturers. Goldman Says the Worst May Be Over for Micron and SanDisk
Positive Sentiment: Long-term industry positioning is favorable. Memory chips are increasingly central to AI infrastructure, and analysts argue Micron’s HBM position could remain strategically important as semiconductor-industry growth is driven by data-center demand. Memory chips have come to rule the AI boom
Neutral Sentiment: Earnings are the next major catalyst. Micron’s shares have rallied sharply this year and recently reclaimed the $1,000 level, but the September 30 report must confirm contract pricing, HBM demand and the durability of current profits to justify further gains. Micron Stock Has Reclaimed $1,000
Negative Sentiment: Investors remain concerned about peak earnings and future supply. Micron’s extraordinary profitability may be difficult to sustain if competitors expand HBM capacity too aggressively, potentially creating oversupply and pressuring prices. Thinking of Buying Micron Stock Now
Negative Sentiment: China represents a longer-term competitive risk. Chinese producers are not expected to challenge Micron’s HBM dominance immediately, but growing domestic memory capabilities could threaten its most profitable markets over time. Micron and Sandisk Face a New China Threat

Insiders Place Their Bets

In other news, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. The trade was a 7.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 177,204 shares of company stock valued at $182,156,264 over the last quarter. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Profile

(Free Report)

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.